now you can connect to Dynamics ax 2012 through your mobile application, the following link content white paper explaining the required prerequisites and configuration steps .
http://www.microsoft.com/en-us/download/details.aspx?id=36776
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http://www.microsoft.com/en-us/download/details.aspx?id=36776
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The extensible data security framework is a new feature in Microsoft Dynamics AX 2012 that enables developers and administrators to secure data in shared tables such that users have access to only the part of the table that is allowed by the enforced policy. This feature can be used in conjunction with role-based security (also supported in Microsoft Dynamics AX 2012) to provide more comprehensive security than was possible in the past. [MS Help]
Extensible data security is an evolution of the record-level security (RLS) that was available in earlier versions of Microsoft Dynamics AX. Extensible data security policies, when deployed, are enforced, regardless of whether data is being accessed through the Microsoft Dynamics AX rich client forms, Enterprise Portal webpages, SSRS reports, or .NET Services [MS help]
Let me walk through with a simple example:
Requirement is to show a particular user only those Bank accounts that belongs to the Bank group “BankCNY”
Below are the Bank accounts that are available in my system. By using policy framework on roles , I can restrict user to view only bank accounts that belong to Bank group “BankCNY”
First of all , where are these policies in AX? They are actually in the AOT >> Security >> Policies
Before we create policies, we need to create a query to use it in policies. Remember, try to optimize the queries to the best otherwise it might lead to performance issues.
To keep it very simple, Create a Query by name SR_BankAccountTable by adding data source[PrimaryTable] as “BankAccountTable” and add a range on BankGroupId field and set it to “BankCNY” as shown below
Now let us create a new Role by name SR_BankController as shown below
Go to AOT >> Security >> Roles >> New Role
Set the following properties of the newly created role by right clicking and going to properties
Now lets create duties for this role: In this example I will create one simple duty called “SR_BankAccountsMaintain”
Go to AOT >> Security >> Duties >> Right click >> New Duty
Set the following properties for the newly create duty. Name it as “SR_BankAccountsMaintain” and provide label and description as shown below
Now, let us create a new privilege and add entry points [Menu Items] to it to provide only access to the user
Go to AOT >> Security >> Privilege >> New Privilege.
Name the privilege as “SR_BankAccountTableMaintain” and set the label and Description as shown below
Now drag and drop some menu items on to Entry points from AOT >> Menu Items >> Display as shown below
Now add this newly created privilege “SR_BankAccountTableMaintain” to the duty “SR_BankAccountMaintain” which we have created.
Then, add SR_BankAccountsMaintain duty to the Role SR_BankController
Now, let us create a new Policy by name “SR_BankAccountPolicy” and set the properties as shown below
Set the below properties
In the above screen, Select the context type as “RoleName“ and the role “SR_BankController” and select the query as ”SR_BankAccountTable”
PrimaryTable : should always be the first data source Table which you have added in the query. So, select BankAccountTable
A constrained table is the table or tables in a given security policy from which data is filtered or secured, based on the associated policy query. For example, in a policy that secures all sales orders based on the customer group, the Sales Order table would be the constrained table. Constrained tables are always explicitly related to the primary table in the policy [MS Help]
Context [MS help]
A policy context is a piece of information that controls the circumstances under which a given policy is considered to be applicable. If this context is not set, then the policy, even if enabled, is not enforced.
Contexts can be of two types: role contexts, and application contexts. A role context enables policy application based on the role or roles to which the user has been assigned. An application context enables policy application based on information set by the application
we are almost done, we need to add this role= to some user and verify whether he is able to see only Bank accounts that belongs to BankCNY group
Go to System Administration >> Users >> select any user >> Click on Assign roles.
Select “Bank Accounts controller” and click on Ok Button.
Now , let us log in with the user credentials for which we have assigned the new Role and verify the Bank accounts.
As you see, the user can only see the Bank accounts which belong to “BankCNY” group.
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Dynamics AX 2012 has been amazing with its all new exciting range of features. I found the Time and Attendance registration feature pretty useful and decent and I am sure Microsoft will make it more powerful in the coming versions. Let me first explain you what this functionality is and how it can benefit organizations.
Organizations of all sizes use Time and attendance systems to record when their employees start and stop work, and the department where the work is performed. It’s also a common practice to track meals and breaks, the type of work performed, and the number of items produced. The Time and attendance functionality of AX 2012 enables organizations to track the time and attendance including the jobs on which the workers are working on a given day. Using this functionality the workers can register various types of times such as Clock in, Clock out, Absence, Breaks, Flex time, Overtime etc. This functionality will find a lot of traction in the manufacturing industries where lot of the workers are paid based on their working profiles and make time registrations.
The below diagram depicts the overall flow of the worker’s time registration process in Dynamics AX 2012.
Now that we know an overview of the Time and attendance functionality, let us look at the setups which we need to make in order to use this functionality.
Basic setup for T&A:
There are a bunch of setups present under the Time and attendance form in the human resource module. Each of these setups as a significance and I will not explain those here as I will primarily highlight the process of the time and attendance recording in this post.
Calculation and Approval groups:
Indirect activities and Absence codes:
Setup Worker/Employee for Time Registration:
Setup Work Time Profiles:
Time and Attendance Registration Process in AX 2012:
Calculate and Approve Time & Attendance Registrations:
In this post , I covered,
In my next post, I will cover the remaining part of this functionality.
If you want to delete all company transaction in demo data do following:
Basic Requirements for Workflow to Be installed
Before creating our workflow templates or configuring pre-existing DAX templates, we need to setup the workflow infrastructure including the Windows Workflow Foundation Framework, .net business connector etc., relevant system users and a number of configurations within AX itself. So first things first. Lets setup out Workflow Website containing Windows Workflow Foundation.
Your workflow infrastructure should now all be ready.
Should you wish to have multiple AOS environments all running Workflow, but only 1 IIS server.
Keep your eyes open for the Workflow walk-through on Configurations and Template developments.
Please let me know if you have any further comments or tips that you have discovered during workflow infrastructure configuration.
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